Tax Planning and Compliance

First-tax-formOur knowledge of federal and state regulations enables us to plan and implement strategies for minimizing your tax exposure, while maintaining full compliance. This expertise encompasses corporate, partnership, individual, and estate tax planning. Virtually every aspect of our business and personal lives has its own peculiar tax implications. Each situation must be carefully evaluated to attain the most favorable tax treatment under the law.

Tax services includes:

  • Tax planning for individual and business
  • Tax return preparation and review
  • Entity structuring to minimize the tax burden
  • Tax planning for the disposition of your business
  • Planning for the alternative minimum tax
  • Cost segregation
  • Audit and examination support
  • Federal and state
  • Tax planning for mergers and acquisitions
Click here to view/download our Tax & Financial Planning Guide.